+42.8%
LRCX vs WFC
+2.7%
+40.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.2% | -6.2% | -4.7% |
| 7D | -12.8% | +4.5% | -17.3% | -14.1% |
| 30D | -36.0% | +7.4% | -43.3% | -37.6% |
| 3M | -30.2% | -0.5% | -29.7% | -30.0% |
| 6M | -14.2% | +11.7% | -25.9% | -19.6% |
| YTD | +29.7% | -4.6% | +34.4% | +35.6% |
| 1Y | +42.8% | +2.5% | +40.3% | +37.4% |
| All | +42.8% | +2.7% | +40.1% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WFC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling